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U.S. Capital Wealth Advisors’s Pinnacle West Capital PNW Stock Holding History

U.S. Capital Wealth Advisors’s Portfolio PNW Stock Details PNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-593
Closed -$45.1K – 1287
2022
Q4 		$45.1K Buy
+593
New +$42.4K ﹤0.01% 911

Other funds holding PNW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

U.S. Capital Wealth Advisors's PNW Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Pinnacle West Capital (PNW) in Q1 2023, closing a stake of 593 shares — an estimated $45.1K sold.

U.S. Capital Wealth Advisors first reported a position in PNW in Q4 2022 and held it in 1 quarter. The position peaked at $45.1K in Q4 2022. 521 funds tracked by Wall St. Rank hold PNW as of Q1 2023.

  • U.S. Capital Wealth Advisors reported no remaining Pinnacle West Capital position as of Q1 2023 after selling out during the quarter.
  • U.S. Capital Wealth Advisors sold 593 Pinnacle West Capital shares in Q1 2023, an estimated $45.1K.
  • U.S. Capital Wealth Advisors first reported a position in Pinnacle West Capital in Q4 2022 and held it in 1 quarter.
  • U.S. Capital Wealth Advisors's Pinnacle West Capital position peaked at $45.1K in Q4 2022.
  • 521 funds tracked by Wall St. Rank held Pinnacle West Capital as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.